Chicago, IL S Canal Street Office

Benjamin Carr is a financial advisor at LPL Financial in Chicago, IL, holding a Series 66 designation with nine years of industry experience. He previously worked at Citigroup Global Markets for eight years before joining LPL Financial and BMO US Wealth Management in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with advice provided through a large network of investment adviser representatives.

Scott Clayton is a financial advisor with LPL Financial in Chicago, IL, holding the CFP® designation and Series 66 license, with 15 years of industry experience. His prior work history includes roles at BMO Bank NA, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, FSC Securities Corporation, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and advanced operational tools.

John Gleason is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His prior work experience includes roles at Morgan Stanley and U.S. Trust, Bank of America. He is also affiliated with BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial activities with oversight of over $819 billion in discretionary assets.

Thomas Spalding is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes 16 years at Harris Investor Services Inc and five years at Harrisdirect LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christian Vail is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with LPL Financial in Chicago, IL. He previously worked at Bank of America, N.A. and Merrill for 10 years. His name is also listed on the ownership documents of Vail Insights, LLC, a consulting business related to small businesses managed by his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and technological tools, while maintaining oversight of substantial discretionary assets.

Paul King Jr. is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BMO Bank, BankFinancial, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Germaine Harris is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining LPL Financial and BMO Bank NA in 2022, Harris worked at Sanford C. Bernstein, Fidelity Investments, and J.P. Morgan Asset Management among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Wallace Harris Jr. is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 license and nine years of industry experience. His prior experience includes roles at BMO Harris Financial Advisors and BMO Harris Bank. He serves on nonprofit and for-profit boards, including Metropolitan Family Services and St. Ignatius College Prep School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Julianne Getty is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 15 years of industry experience. She previously worked with BMO Harris Financial Advisors, BMO Bank NA, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Ryan Deany is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial in Chicago, IL, and has prior experience with firms including Bank of America, Merrill, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Zachary Burke is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial in Chicago, IL, and previously worked at TIAA-CREF for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools for operational and research purposes.

Thomas Petric is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently with LPL Financial and BMO, having previously worked at Northern Trust Bank, Northern Trust Securities, Foreside Financial Services, BMO Asset Management, Cedar Capital, Good Harbor Financial, Nuveen Asset Management, and IPI Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.